|
1251
|
Old North State Trust
Greensboro,
North Carolina
|
$405K
|
–
|
–
|
–
|
|
|
1252
|
Boston Partners
Boston,
Massachusetts
|
$405K
|
+$398K
|
+1,781
|
New
|
|
|
1253
|
BankPlus Trust Department
Jackson,
Mississippi
|
$402K
|
+$367K
|
+1,645
|
+1,327%
|
|
|
1254
|
Brown Wealth Management
Naperville,
Illinois
|
$398K
|
–
|
–
|
–
|
|
|
1255
|
Wagner Wealth Management (Pennsylvania)
Conyngham,
Pennsylvania
|
$397K
|
-$151K
|
-677
|
-28%
|
|
|
1256
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$397K
|
-$10.1K
|
-45
|
-3%
|
|
|
1257
|
L & S Advisors
Los Angeles,
California
|
$397K
|
+$59.4K
|
+266
|
+18%
|
|
|
1258
|
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
|
$397K
|
–
|
–
|
–
|
|
|
1259
|
|
$396K
|
+$390K
|
+1,744
|
New
|
|
|
1260
|
Mosaic Financial Group
Chicago,
Illinois
|
$394K
|
+$1.12K
|
+5
|
+0.3%
|
|
|
1261
|
Newton One Investments
Newark,
Delaware
|
$394K
|
–
|
–
|
–
|
|
|
1262
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$393K
|
-$42.7K
|
-191
|
-10%
|
|
|
1263
|
Breakwater Capital Group
Paramus,
New Jersey
|
$393K
|
+$3.57K
|
+16
|
+0.9%
|
|
|
1264
|
Peterson Wealth Advisors
Orem,
Utah
|
$391K
|
+$1.34K
|
+6
|
+0.3%
|
|
|
1265
|
|
$391K
|
–
|
–
|
–
|
|
|
1266
|
Independent Wealth Advisors
Cary,
North Carolina
|
$389K
|
+$3.8K
|
+17
|
+1%
|
|
|
1267
|
Beacon Financial Planning
Hyannis,
Massachusetts
|
$389K
|
+$1.34K
|
+6
|
+0.4%
|
|
|
1268
|
Godfrey Financial Associates
Glenmont,
New York
|
$389K
|
+$48.9K
|
+219
|
+15%
|
|
|
1269
|
Allium Financial Advisors
Lake Oswego,
Oregon
|
$388K
|
-$39.8K
|
-178
|
-9%
|
|
|
1270
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$385K
|
–
|
–
|
–
|
|
|
1271
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$384K
|
-$72.6K
|
-325
|
-16%
|
|
|
1272
|
Stansberry Asset Management
Westlake,
Texas
|
$384K
|
+$378K
|
+1,691
|
New
|
|
|
1273
|
Empowered Funds
Havertown,
Pennsylvania
|
$381K
|
-$16.8K
|
-75
|
-4%
|
|
|
1274
|
Processus Wealth & Capital Management
Brentwood,
Tennessee
|
$381K
|
-$31.7K
|
-142
|
-8%
|
|
|
1275
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$380K
|
+$2.9K
|
+13
|
+0.8%
|
|
